Article: Managing Member Requirement Documents

As a school or clinical coordinator, if your school or clinical site requires a document, it must be approved. Please follow the steps below to manage pending requirement documents.

Document Manager

Step 1:

As your organization's coordinator, you will see an orange "Pending Member Documents" notification button on your home page when there are documents to review.

Click on the " Pending Member Documents" notification or select the "Document Manager" tab on your navigation bar to review the document(s).

NOTE: If you do not see the "Document Manager" tab on your home page, click the "More" tab on your navigation bar and select "Document Manager" from the drop-down menu.

Step 2:

The "Document Manager" opens a document queue view for managing pending requirement documents. Please review the pending document and the member information on the left. Use the "Skip Forward" and "Skip Back" buttons to skip documents as needed.

Step 3:

The "Queue Filter" allows you to filter by requirement. Click the drop-down menu, select the requirement you want to manage, then click "Set Filter."

IMPORTANT: Entity-restricted requirements will appear in the filter list with the entity-restricted icon, as shown below.

Step 4:

Enter the "Completion Date" and/or "Expiration Date." Then, click "Approve" or "Deny."

NOTE: When denying a document for a student or faculty under "Deny Note" please enter the reason for denial.